We are live on ! Find out more
PTC icon

PTC
PTC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
601
CGC Financial Services
Oregon
$6.89K – – –
WTA
602
Washington Trust Advisors
Massachusetts
$5.95K +$4.67K +29 +483%
HI
603
Harbour Investments
Wisconsin
$5.69K -$6.93K -43 -57%
WCM
604
Westend Capital Management
California
$5.69K +$5.32K +33 New
CAL
605
Capital Advisors Ltd
Ohio
$5K -$806 -5 -15%
GSWM
606
Golden State Wealth Management
California
$5K – – –
S
607
Sachetta
Massachusetts
$5K +$4.67K +29 New
AGWCA
608
Annis Gardner Whiting Capital Advisors
Florida
$4.83K +$2.26K +14 +100%
RA
609
Rise Advisors
New York
$4.83K +$3.38K +21 +300%
HFS
610
Hughes Financial Services
Virginia
$4.75K +$3.54K +22 New
HHMI
611
Howard Hughes Medical Institute
Maryland
$4.48K +$4.19K +26 New
BFS
612
Bare Financial Services
Pennsylvania
$4.14K +$3.22K +20 +500%
PWMG
613
Private Wealth Management Group
New Jersey
$3.96K -$7.09K -44 -66%
ADL
614
Asset Dedication LLC
California
$3.96K – – –
FPF
615
First Pacific Financial
Washington
$3.79K -$1.45K -9 -29%
FFO
616
Fortitude Family Office
Arizona
$3.79K +$3.54K +22 New
HNW
617
High Note Wealth
Minnesota
$3.62K – – –
SIS
618
Sound Income Strategies
Florida
$3.62K – – –
TWC
619
TD Waterhouse Canada
Ontario, Canada
$3.46K – – –
MWM
620
MorganRosel Wealth Management
Colorado
$3.45K +$322 +2 +11%
SWM
621
Spire Wealth Management
Virginia
$3.27K -$16.9K -105 -85%
TIM
622
Tortoise Investment Management
New York
$3.27K +$645 +4 +27%
DPW
623
DiNuzzo Private Wealth
Pennsylvania
$3.1K +$645 +4 +29%
BGAI
624
Bruce G. Allen Investments
Colorado
$3.1K – – –
CYG
625
Clean Yield Group
Vermont
$3.1K – – –
23 24
25
26 27